+52.5%
SO vs FIVN
-54.3%
+106.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.9% | +4.0% | 0.0% |
| 7D | -0.1% | -22.4% | +22.3% | -0.6% |
| 30D | +8.7% | -23.8% | +32.4% | +8.2% |
| 3M | +3.4% | -19.5% | +22.9% | +3.1% |
| 6M | +3.7% | +25.6% | -21.9% | +4.2% |
| YTD | +10.0% | +38.4% | -28.4% | +11.1% |
| 1Y | +6.6% | +33.7% | -27.1% | +7.6% |
| 3Y | +52.5% | -56.2% | +108.7% | +57.9% |
| All | +52.5% | -54.3% | +106.8% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling